Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
RIAs Overwhelmingly Optimistic for 2013 Growth
By John SullivanForget the Dow. The greatest measure of growth might come from advisors themselves.
March 06, 2013
Morgan Stanley Grabs Merrill IT ExecChris Randazzo leaves BofA to support Gorman and team's $500 million technology push.
February 28, 2013
How has technology affected the way your advisor does business?He uses his computer to make presentations with graphs of our holdings, etc. They’re pretty fancy-looking. Sometimes we need him to explain what…
February 28, 2013
Raymond James Retires Morgan Keegan Brand, as Tech Transition EndsRaymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James technology systems.
February 28, 2013
Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment StrategyUp-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
February 25, 2013
Use Technology to Protect Clients' Personal InformationClients may tell you how important it is for their personal information to be protected. What a lot of them dont realize is that much of their informationsome very personal and specificis readily available on the Internet, usually free of charge.
February 25, 2013
Impressions From T3 Conference: The Future Is Bright, Part 2Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
February 22, 2013
Profile of an independent agentAnnuities continued to lead the product pack last year, and advisors think indexed products will stay hot through 2013.